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WSFS Financial

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
201
Lindbrook Capital
California
$2.93K
BAM
202
Belpointe Asset Management
Nevada
$2.82K -$12.2K -325 -81%
IAIM
203
International Assets Investment Management
Florida
$2.75K +$2.75K +73 New
KTC
204
Kistler-Tiffany Companies
Pennsylvania
$2.71K
HI
205
Harbour Investments
Wisconsin
$2.63K
EI
206
Ellevest Inc
New York
$1.88K -$1.02K -27 -35%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$1.81K
CHA
208
Carmichael Hill & Associates
Maryland
$1.66K
JWA
209
JFS Wealth Advisors
Pennsylvania
$1.58K +$75 +2 +5%
QCG
210
Quadrant Capital Group
Ohio
$1.51K -$2.33K -62 -61%
First Manhattan
211
First Manhattan
New York
$1.13K
CAM
212
ClariVest Asset Management
California
$1K
S
213
SignatureFD
Georgia
$978
SC
214
Schubert & Co
Texas
$828 -$1.05K -28 -56%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$636 +$39 +1,031 +6%
EWA
216
EverSource Wealth Advisors
Alabama
$527 -$4.25K -113 -89%
SIC
217
SJS Investment Consulting
Ohio
$452 -$151 -4 -25%
DI
218
Disciplined Investments
Oklahoma
$451 +$75 +2 +20%
ECM
219
Everence Capital Management
Indiana
$385
GWS
220
Glassman Wealth Services
Virginia
$150
TWP
221
TFO Wealth Partners
Ohio
$75
MCM
222
Manchester Capital Management
Vermont
$38
HF
223
HRT Financial
New York
-$2.37M -52,164 Closed
Federated Hermes
224
Federated Hermes
Pennsylvania
-$1.89M -41,660 Closed
CAM
225
Congress Asset Management
Massachusetts
-$1.49M -32,810 Closed